Balance Swap Controls
Balance Swap Controls
We process numerous internal grants at the beginning of each fiscal year. These grants create internal grants payable which subsequently create swap requests. Since the grantee funds willl often not disburse the funds via external grants until much later in the year, we would like to exclude internal grants from the balance swap function or have a way to delay them. Making an internal grant from a fund to a fund which both have the same investment strategy should not require moving money between investment accounts.
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